See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,808 | $127,065+6.9% | $113,168+20.0% | $142,382-4.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 7.29% | 24.03%-16.7pp | 24.27%-17.0pp | 217.08%-209.8pp |
| Employer contribution / active EE | $2,880 | $3,442-16.3% | $2,975-3.2% | $4,299-33.0% |
| Participant deferral / active EE | $5,117 | $5,716-10.5% | $5,107+0.2% | $6,507-21.4% |
| Admin fee / account holder | $16,543 | $15,736+5.1% | $12,068+37.1% | $12,624+31.0% |